Director, Ryunosuke Konishi PLAY LIST from the beginning Financial Results for the 8th Fiscal Period (“FP”) Ending in February 2020 Table of Contents(Slide only) 01 Operational Highlights Operational Highlights No change in outlook for continued solid performance supported by high occupancy rates Driven by internal growth, profit is expected to increase, excluding one-time adjustments(Slide only) Negligible impact so far on portfolio due to supply chain disruptions DPU Growth through Active Management & Risk Management Amid Growing Uncertainty around Economic Outlook, New Acquisitions will not be Hurried Steady progress in Renewing Contracts and Automatic Renewals for Maturing Lease Tenants 9thand 10thFP: Progress Made in Rent Upside Revisions LOGIPORT Osaka Bay: Steady Progress Made in Leasing Strong Liquidity Position Creates Optionality on Both Offense and Defense Large refinancing in FP2/21 is within the Liquidity on Hand’s range 02 8thFiscal Period Financial Results Increase unitholder value by steadily accumulating operational results 2/29/2020 (8thFP) Financial Results 8/31/2020 (9thFP) Financial Results Guidance 2/28/2021 (10thFP) Financial Guidance 03 Current Status of the Portfolio Portfolio Summary LOGIPORT Osaka Bay (Preferred Shares) Internal Growth: Property Operations Track Record (1) Internal Growth: Property Operations Track Record (2) Leasing Schedule Going Forward Portfolio Overview(1) Occupancy Rates, Fixed Term Lease Ratios, Weighted Average Lease Expiries (“WALE”) Portfolio with effective tenant diversification Financial Management Overview Financial Management: Lengthening out loan terms, fixing rates, controlling LTV 04 Logistics Market Outlook Tokyo Area Logistics Market Osaka Area Logistics Market Tokyo / Osaka Area Submarket Vacancy Rate and Supply Outlook 05 Appendix Features of LaSalle LOGIPORT REIT Portfolio Composition LaSalle Group is a leading company in real estate core investments LaSalle Group’s Track Record for Developing Logistics Facilities in Japan Investment policy that focuses on locations and specifications as a source for maintaining property competitiveness Features of “Prime Logistics” ESG Initiatives (1) ESG Initiatives (2) ESG Initiatives (3) Governance Structure Emphasizing Unitholders’ Interest and Transparency Property Close Up: Features of LP Higashi Ogishima 1/3 Property Close Up: Features of LP Higashi Ogishima 2/3 Property Close Up: Features of LP Higashi Ogishima 3/3 Logistics Real Estate Stock (Reference) Portfolio level per tsubo rents vs. Occupancy and their sensitivity to DPU growth Fund Summary P&L on a per property basis Income Statement & Balance Sheet Unitholders Summary LaSalle LOGIPORT REIT’s Structure Disclaimer Q&A Q&A 1 Q&A 2 Q&A 3 Q&A 4 Back Next